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Send survey invitations to users

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Send survey invitations to users

You can send survey invitations using the Assign Survey or
Send Invitations buttons on the Survey Definition
form.

Before you begin

Role required: admin or survey_admin

About this task

Use the Send Invitations button to immediately assign survey
instances to each survey user that is listed in the survey definition. Use the
Assign Survey button to assign a survey instance to any one
user at a time.

Each of the buttons generates survey instances assigned to the appropriate users. In
addition, if the instance is configured to send email, the system generates survey
notifications. For either button to be available, the survey definition must meet
all of the following conditions.

Active check box is selected.

State is Published.

Survey is associated with at least one question.

Note: You (or a trigger) can send more than one instance of a survey to a
user at any time.

Procedure

Navigate to Survey > View Surveys.

Select an active, published survey.

Complete one of the following actions.

Option

Description

Assign a survey to users listed in the Survey Users related
list

Click Send invitations.

Assign a survey to any user

Click Assign Survey and select one or more
users, and then click OK.

The system creates a survey instance assigned to the user or users, assuming
the user is eligible to receive a new survey instance. When you use the
Assign Survey button, the selected user is not saved
as a survey user.